Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Research Company Fidelity 500 Index in their Schedule of Assets, totaling $18.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOHNSON & BELL, LTD. JOHNSON & BELL, LTD. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 165 | $109.9M | $16.4M |
| 2 | HARTMANN USA, INC. HARTMANN USA, INC. 401(K) RETIREMENT PLAN | ROCK HILL SC | 104 | $14.0M | $1.9M |
| 3 | GOLD CROSS SERVICES INC. GOLD CROSS SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN |
SALT LAKE CITY UT |
| 579 |
| $15.0M |
| $212K |
